Barrett & Company’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.2K | Buy |
577
+100
| +21% | +$8.01K | 0.02% | 307 |
|
|
2025
Q1 | $34.3K | Hold |
477
| – | – | 0.01% | 314 |
|
|
2024
Q4 | $33.5K | Hold |
477
| – | – | 0.01% | 320 |
|
|
2024
Q3 | $27K | Hold |
477
| – | – | 0.01% | 331 |
|
|
2024
Q2 | $28.3K | Hold |
477
| – | – | 0.01% | 335 |
|
|
2024
Q1 | $27.7K | Hold |
477
| – | – | 0.01% | 337 |
|
|
2023
Q4 | $23.5K | Hold |
477
| – | – | 0.01% | 328 |
|
|
2023
Q3 | $19.5K | Sell |
477
-188
| -28% | -$7.68K | 0.01% | 343 |
|
|
2023
Q2 | $28.4K | Hold |
665
| – | – | 0.02% | 308 |
|
|
2023
Q1 | $24.9K | Hold |
665
| – | – | 0.02% | 303 |
|
|
2022
Q4 | $27.5K | Hold |
665
| – | – | 0.02% | 279 |
|
|
2022
Q3 | $27.5K | Buy |
+665
| New | +$27.5K | 0.02% | 279 |
|